961 results for life policy 300109556

1. A message from Cam Crosbie, EVP, Savings and Retirement, Equitable Life

   The first half of 2023 has been an exciting and busy year for us at Equitable Life^®.  
   
   In this short video, I share with you some of the things we’ve done to show our commitment to you and some of the great things we’ve got planned for the remainder of the year.   
   
   I want to thank you again for your continued support and trust in us. We value our partnership and are always working hard to make things better. 
   
   
   
   
   Please take a few minutes to watch the video.  

   
   
   Thank you, 
    
   Cam Crosbie, Executive Vice-President, Savings and Retirement Division 
   Equitable Life of Canada 
   
   Posted: July 6, 2023
   
   ® denotes a trademark of The Equitable Life Insurance Company of Canada. 
2. [pdf] Protecting the important things in life
3. Web Illustration Tool for Universal Life (UL) Insurance now available

   The new tool for UL provides greater flexibility and convenience. You will now have access to UL illustrations in the same way that you access and save Whole life web illustrations. It enables you to manage your business on the go from your laptop.
   
   This is the latest step in our commitment to making it easier for you to do business with us, with all our product illustrations now available in a web version. Visit the new web illustration tool here.
   
   Speak to your individual life wholesaler to learn more!

4. [pdf] Agency Application For Contract
5. Equitable Life Savings & Retirement Webinar Series welcomes Equitable Asset Management Group

   
   
   In 2021, Equitable Life’s^® S&R team will spotlight various aspects of our competitive fund lineup and product offerings. Each webinar in the series will feature a new topic. This series will also give advisors an opportunity to:

   • learn more about various products and product features,
   • hear from industry professionals,
   • learn about investment strategies; and so much more.

   This month, Equitable Life welcomes David Irwin, Director, Portfolio Management and Client Relations, Equitable Life of Canada.
   
   Please join us to hear David Irwin discuss the state of markets today, what key risks investors are focused on, and how the Equitable Life Active Segregated Fund lineup is positioned.

   Learn More

6. Equitable Life is making changes to its Pivotal Select Fund lineup
   On June 7, 2021, Equitable Life® will be launching new funds to the Pivotal Select™ segregated funds lineup. The new funds include: 
    
   1.            Mackenzie Global Strategic Income Fund
   2.            Fidelity® Special Situations Fund
   3.            Fidelity® Tactical Asset Allocation Income Portfolio
   4.            Fidelity® Tactical Asset Allocation Balanced Portfolio
   5.            Fidelity® Tactical Asset Allocation Growth Portfolio
    
   At Equitable Life, we pride ourselves on offering quality products. This means always reviewing our investment fund lineup. The reasons for this change are to create greater focus on investment offerings, and enhanced investment choices for you and your clients.
    
   Watch your email over the next few weeks for more details about Fidelity Investments and Mackenzie Investments, including two upcoming webcasts.   
    

   Fidelity and Fidelity Investments are registered trademarks of 483A Bay Street Holdings LP. Used with permission.

   Equitable Life and Pivotal Select are trademarks of The Equitable Life Insurance Company of Canada.

7. Equitable Life Savings & Retirement Webinar Series features Payout Annuities In 2021, Equitable Life’s S&R team will spotlight various aspects of our competitive fund line up and product offerings. Each webinar in the series will feature a new topic. The series will also give advisors an opportunity to:
   • learn more about various products and product features,
   • hear from industry professionals,
   • learn about investment strategies; and so much more.
   This month, Equitable Life is featuring a discussion on Payout Annuities. Hear why payout annuities provide a guaranteed income that is worry-free and receive insights into how a payout annuity can fit into your client’s retirement plan. Learn about the features and advantages a payout annuity can provide to your client.
    
   Join your host, Joseph Trozzo, Investment Sales Vice President as he welcomes Nicole Lemon, Product Manager, Savings and Retirement, Equitable Life of Canada for a discussion on Equitable Life’s Payout Annuities.
    
   Learn more
8. Equitable Life of Canada Fall Roadshow - Savings & Retirement

   
   Equitable Life^® recently completed a successful roadshow in four major Canadian cities. We know that not all advisors were able to attend in person. That's why, we are inviting you to join us for a VIRTUAL ROADSHOW SESSION. Equitable Life, Invesco and S&P Dow Jones Indices will bring you insights, updates, and information on our new segregated fund lineup and more.  

    

   Learn more

   
   
   
   
   
   
   
   During our virtual session, you will hear from
    
    Cam Crosbie
    Vice President, Savings & Retirement
    Equitable Life of Canada
    
   
   
    Scott Stobo
    Director, Product Development, Savings & Retirement
    Equitable Life of Canada
    
   
   
    Marcus Berry
    Vice President, ETF Specialist
    Invesco
    
   
   
    Brent Kopp
    Senior Director, Wealth Management Channel
    S&P Dow Jones Indices
   
    
9. Universal Life Savings and Investment Options Updates
   The fund pages for our Universal Life products have been updated.
    
   Full details on the Equitable Generations™ funds available, visit Equitable Generations Savings and Investment Options (2055 pdf).
    
   Full details on the Equation Generation^® IV funds available, visit Universal Life Savings and Investment Options (1193 pdf).
   
   
   
   
   
   
   
   
   
   
   
   
   We launched our Universal Life product update in September 2022, when an exciting new fund lineup became available.
   
   Learn more about the funds:
   • Details on funds available
   • American Equity Index (ESG)
   • Canadian Equity Index (ESG)
   • Special Situations fund (Fidelity)
   • Sustainable Equity, Balanced, and Bond Funds (Fidelity)
   • Target Date funds (Fidelity)
   • Get all your ESG questions answered with Margaret Dorn, S&P
   • Rates and Performance page
   
   
   
   _{^® and ™ denote trademarks of The Equitable Life Insurance Company of Canada.}
10. [pdf] Equitable's Competitive Advantage